-20.7%
IBIT vs TROW
+17.3%
-38.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.0% | -3.1% | -1.1% |
| 7D | -1.8% | +8.2% | -10.0% | -6.9% |
| 30D | -6.7% | +8.3% | -15.0% | -11.7% |
| 3M | +24.6% | -1.6% | +26.1% | +25.9% |
| 6M | -0.2% | +11.9% | -12.0% | -8.6% |
| YTD | -8.7% | +14.3% | -23.0% | -20.2% |
| 1Y | -20.7% | +17.0% | -37.7% | -32.6% |
| All | -20.7% | +17.3% | -38.0% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling